Stokes Family Office’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $918K | Sell |
14,354
-37
| -0.3% | -$2.37K | 0.1% | 123 |
|
|
2025
Q1 | $889K | Sell |
14,391
-1,190
| -8% | -$73.5K | 0.1% | 125 |
|
|
2024
Q4 | $956K | Sell |
15,581
-13,216
| -46% | -$811K | 0.1% | 124 |
|
|
2024
Q3 | $1.81M | Sell |
28,797
-59
| -0.2% | -$3.7K | 0.2% | 88 |
|
|
2024
Q2 | $1.66M | Sell |
28,856
-3,030
| -10% | -$175K | 0.19% | 92 |
|
|
2024
Q1 | $1.85M | Buy |
31,886
+610
| +2% | +$35.4K | 0.23% | 88 |
|
|
2023
Q4 | $1.68M | Sell |
31,276
-2,322
| -7% | -$125K | 0.23% | 88 |
|
|
2023
Q3 | $1.66M | Buy |
33,598
+2,956
| +10% | +$146K | 0.2% | 95 |
|
|
2023
Q2 | $1.58M | Sell |
30,642
-216
| -0.7% | -$11.1K | 0.18% | 95 |
|
|
2023
Q1 | $1.54M | Sell |
30,858
-1,341
| -4% | -$67K | 0.19% | 90 |
|
|
2022
Q4 | $1.61M | Buy |
32,199
+19,625
| +156% | +$981K | 0.21% | 85 |
|
|
2022
Q3 | $559K | Sell |
12,574
-1,840
| -13% | -$81.8K | 0.08% | 143 |
|
|
2022
Q2 | $686K | Buy |
14,414
+306
| +2% | +$14.6K | 0.09% | 134 |
|
|
2022
Q1 | $754K | Buy |
+14,108
| New | +$754K | 0.1% | 125 |
|
|
2021
Q4 | – | Sell |
-6,767
| Closed | -$340K | – | 255 |
|
|
2021
Q3 | $340K | Buy |
6,767
+2,339
| +53% | +$118K | 0.05% | 174 |
|
|
2021
Q2 | $223K | Buy |
+4,428
| New | +$223K | 0.03% | 202 |
|